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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean P Hall is a registered investment advisor representative with Eagle Strategies LLC, with over 12 years of experience in the financial services industry. Sean is a licensed investment advisor in New Jersey. Sean holds Series 6, 63, 65, and 26 licenses and the SIE exam. Sean has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies LLC is a registered investment advisor headquartered in New York, New York. The firm provides a variety of advisory services, including financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/14/2010 - Present
Eagle Strategies LLC (NEW YORK NY)
IA
Issued 7/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/22/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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